Joseph Pflueger
Pflueger Wealth · Churchville, Pennsylvania
Joseph Pflueger is a fee-only financial advisor at Pflueger Wealth in Churchville, Pennsylvania. Joseph focuses on retirement planning. Pflueger Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Pflueger Wealth |
|---|---|
| Based in | Churchville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $100.7M across 81 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8261705 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pfluegerwealth.com |
How Joseph's firm compares
- Pflueger Wealth's average account is about $1.2 million, from its Form ADV (assets managed divided by 81 accounts).
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Questions about Joseph
Is Joseph Pflueger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Pflueger Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Pflueger Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Pflueger based?
Joseph Pflueger is based in Churchville, Pennsylvania.
What does Joseph specialize in?
Joseph's specialties include retirement planning. Joseph works with retirees and pre-retirees.
Is Joseph Pflueger registered with the SEC?
Yes. Joseph Pflueger is registered as an investment adviser representative in PA (CRD 8261705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pflueger Wealth manage?
Pflueger Wealth reports $100.7M across 81 accounts in assets under management.
How do I contact Joseph Pflueger?
Through Joseph's website, www.pfluegerwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pflueger Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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